EXC · Company research
Exelon Corporation (EXC): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableEnergy
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3348 | 135259000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 40400 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 40400 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1321993 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6239 | 290869 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| FIDUCIARY FINANCIAL ADVISORS | 2116119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68 | 3124 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OFI INVEST ASSET MANAGEMENT | 1977602 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 255674 | 10605814 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| B. Metzler seel. Sohn & Co. AG | 1847838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 181633 | 8467730 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Marion Wealth Management | 1911097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5463 | 254672 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Segment Wealth Management, LLC | 1575581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12505 | 582983 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| WBH ADVISORY INC | 1259671 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5493 | 256084 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Rakuten Securities, Inc. | 2009539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43 | 2005 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Ethos Capital Management, Inc. | 2106214 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9872 | 460253 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| SouthState Bank Corp | 764038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 165 | 7693 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| KBC Group NV | 1411133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 211917 | 9880 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Woodline Partners LP | 1784547 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 223311 | 10410759 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OMERS ADMINISTRATION Corp | 1053321 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60102 | 2801955 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5745909 | 267874278 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CREDIT AGRICOLE S A | 1191672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 223246 | 10407729 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Trinity Wealth Management, LLC | 1685364 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5145 | 239860 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| MAI Capital Management | 1040197 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43487 | 2027355 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STANCE CAPITAL LLC | 2056334 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58734 | 2738179 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Signature Resources Capital Management, LLC | 1940917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90 | 4196 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| AVISO WEALTH MANAGEMENT | 2011802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24535 | 1143832 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| CAXTON ASSOCIATES LLP | 2051323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23875 | 1113052 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PROFUND ADVISORS LLC | 1129919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 102546 | 4780695 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Stenger Family Office, LLC | 2056106 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18077 | 842746 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| NICOLET BANKSHARES INC | 1174850 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7709 | 359393 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Cresset Asset Management, LLC | 1761013 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 220583 | 10283571 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DiNuzzo Private Wealth, Inc. | 1994563 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 203 | 9464 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Finward Bancorp | 919864 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9022 | 420606 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| GROUP ONE TRADING LLC | 932540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 185100 | 8629362 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Generali Investments CEE, investicni spolecnost, a.s. | 2047540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31600 | 1473192 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| VIKING FUND MANAGEMENT LLC | 1169069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60000 | 2797200 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Community Bank & Trust, Waco, Texas | 1654847 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9405 | 438 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| BESSEMER GROUP INC | 1054074 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11696 | 545 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Cambridge Investment Research Advisors, Inc. | 1419186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 212142 | 9890 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| TOUNJIAN ADVISORY PARTNERS, LLC | 2039850 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1942 | 90530 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| FIRST CITIZENS BANK & TRUST CO | 1092203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 309206 | 14415183 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| BROWN BROTHERS HARRIMAN & CO | 14661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32135 | 1498134 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FORM Wealth Advisors, LLC | 2053294 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4452 | 207545 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Kingdom Financial Group LLC. | 1962236 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13106 | 610996 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 1121477 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3528 | 164488 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Susquehanna Portfolio Strategies, LLC | 1996449 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 83695 | 3901861 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Aberdeen Wealth Management LLC | 1802654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 400 | 18648 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Providence Capital Advisors, LLC | 1730814 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8061 | 375804 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Aster Capital Management (DIFC) Ltd | 2040915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11505 | 499547 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Marquette Asset Management, LLC | 1395067 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54 | 2518 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Black Diamond Financial, LLC | 1759236 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15146 | 706106 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Boreal Capital Management LLC | 2080094 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 150 | 6993 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46933153 | 2188023593 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| NATIXIS | 1274981 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6520 | 303962 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BARRETT & COMPANY, INC. | 887602 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 492 | 22927 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Dunhill Financial, LLC | 1948904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2663 | 124169 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Wealthcare Advisory Partners LLC | 1683059 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31766 | 1480920 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| State of New Jersey Common Pension Fund D | 1483066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 331281 | 15444320 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Procyon Advisors, LLC | 1804329 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5291 | 246655 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| WORLD EQUITY GROUP, INC. | 878770 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17692 | 824782 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| PFA Pension, Forsikringsaktieselskab | 1730073 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2324269 | 108357400 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1748861 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10621 | 495151 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| HFM Investment Advisors, LLC | 2067972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3075 | 143357 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Strategic Investment Solutions, Inc. /IL | 1960144 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 568 | 26480 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| CHOREO, LLC | 1679031 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24951 | 1163235 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Pine Valley Investments Ltd Liability Co | 1975417 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10539 | 491339 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Empirical Finance, LLC | 1572838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34851 | 1624754 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RMG Wealth Management LLC | 1844731 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5500 | 248702 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9425225 | 439403990 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Beacon Financial Strategies CORP | 2084239 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 602 | 28066 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Millstone Evans Group, LLC | 2041943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 750 | 34965 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| TRUST POINT INC. | 1635633 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8721 | 406578 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| TRUST CO OF VERMONT | 1134008 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2821 | 131515 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Summit Global Investments | 1697953 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42290 | 1972 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 910607 | 42452541 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Affinity Capital Advisors, LLC | 1810023 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5311 | 249883 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Trifecta Capital Advisors, LLC | 1962615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30 | 1399 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Lionhunter Capital Management, LLC | 2137268 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56700 | 2643354 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Apella Capital, LLC | 1801507 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5925 | 281850 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| NEOS Investment Management LLC | 2001019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 779857 | 36356934 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41452 | 1932492 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TRB Wealth Management, LLC | 2130988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4877 | 227366 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Essex LLC | 1889147 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40929 | 1908110 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.